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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Modera Wealth Management
576
Modera Wealth Management
New Jersey
USD 6566 M +USD 521 M +9% 7.54% 75.5% 582 12.03% 2.7
Bellevue Group
577
Bellevue Group
Switzerland
USD 6557 M +USD 19.4 M +0.3% 7.64% 159% 183 19.67% 3.5
Illinois Municipal Retirement Fund
578
Illinois Municipal Retirement Fund
Illinois
USD 6544 M +USD 565 M +9% 11.4% 104% 1,412 7.22% 2
Fiduciary Trust
579
Fiduciary Trust
Massachusetts
USD 6517 M +USD 532 M +9% 8.5% 76.6% 660 8.48% 5.7
CCLA Investment Management
580
CCLA Investment Management
United Kingdom
USD 6510 M +USD 394 M +6% 7.85% – 71 4.23% 3
Altimeter Capital Management
581
Altimeter Capital Management
Massachusetts
USD 6509 M +USD 486 M +8% 18.5% 187% 17 35.29% 1.7
Thompson Siegel & Walmsley
582
Thompson Siegel & Walmsley
Virginia
USD 6502 M +USD 319 M +5% 6.64% 32.4% 553 39.78% 5.8
Bartlett & Co Wealth Management
583
Bartlett & Co Wealth Management
Ohio
USD 6500 M +USD 339 M +6% 8.01% 62.3% 1,312 18.06% 2.7
Stephens Inc
584
Stephens Inc
Arkansas
USD 6448 M +USD 651 M +11% 9.15% 76.1% 1,373 13.69% 4.6
Ruane, Cunniff & Goldfarb
585
Ruane, Cunniff & Goldfarb
New York
USD 6442 M +USD 185 M +3% 9.76% 79.3% 34 2.94% 5.1
Smead Capital Management
586
Smead Capital Management
Arizona
USD 6410 M +USD 825 M +15% 11.7% 78.2% 33 3.03% 5
Lincoln National Corp
587
Lincoln National Corp
Pennsylvania
USD 6408 M +USD 718 M +13% 6.42% 42.9% 1,250 15.76% 3.2
Peapack-Gladstone Financial Corp
588
Peapack-Gladstone Financial Corp
New Jersey
USD 6396 M +USD 455 M +8% 8.33% 77.4% 723 7.88% 5.1
Evercore Wealth Management
589
Evercore Wealth Management
New York
USD 6379 M +USD 415 M +7% 10.5% 84.8% 452 11.06% 6.4
Eventide Asset Management
590
Eventide Asset Management
Massachusetts
USD 6377 M +USD 250 M +4% 10.9% 313% 176 25% 2.1
OneDigital Investment Advisors
591
OneDigital Investment Advisors
Kansas
USD 6365 M +USD 651 M +11% 6.67% 57.3% 1,175 13.45% 2.7
Oaktree Capital Management
592
Oaktree Capital Management
California
USD 6361 M -USD 521 M -8% 8.95% 88% 194 19.59% 1.6
Pinnacle Associates
593
Pinnacle Associates
New York
USD 6345 M +USD 402 M +7% 9.25% 149% 857 7.12% 5.5
Mather Group
594
Mather Group
Illinois
USD 6336 M -USD 36.8 M -0.6% 5.42% 54.1% 1,750 68.29% 0.8
Carmignac Gestion
595
Carmignac Gestion
France
USD 6323 M +USD 368 M +6% 18.9% 85.1% 171 29.24% 2.3
UMB Bank
596
UMB Bank
Missouri
USD 6314 M -USD 527 M -8% 10.7% 97.8% 2,211 30.3% 2.3
PineStone Asset Management
597
PineStone Asset Management
Quebec, Canada
USD 6288 M -USD 3020 M -32% 8.25% 85% 44 0% 1
Tenor Capital Management
598
Tenor Capital Management
New York
USD 6267 M +USD 649 M +12% 0.12% 4.73% 372 10.48% 1.5
Moore Capital Management
599
Moore Capital Management
New York
USD 6265 M +USD 461 M +8% 19.1% 195% 583 53.52% 0.8
Migdal Insurance & Financial Holdings
600
Migdal Insurance & Financial Holdings
Israel
USD 6249 M +USD 1284 M +26% 13.1% 174% 531 36.16% 3.3